Code Waechter LLC More: the full row for Code Waechter LLC 3,208 $598K 0.43% +939 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 3,200 $597K 0.01% 0 13F-HR Timeline Group WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 3,193 $595K 0.06% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 3,175 $592K 0.33% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 3,173 $592K 0.02% -139 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,168 $591K 0.03% -2,481 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,168 $591K 0.12% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,164 $590K 0.05% +93 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 3,153 $588K 0.4% -15 13F-HR Timeline Bard Financial Services, Inc. More: the full row for Bard Financial Services, Inc. 3,150 $587K 0.07% 0 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 2,990 $587K 0.1% new 13F-HR Timeline SHEPHERD KAPLAN KROCHUK, LLC in group SHEPHERD KAPLAN KROCHUK, LLC More: the full row for SHEPHERD KAPLAN KROCHUK, LLC 3,147 $587K 0.51% +283 13F-HR Timeline Group Tiller Private Wealth, Inc. More: the full row for Tiller Private Wealth, Inc. 3,136 $585K 0.22% 0 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 3,131 $584K 0.2% 0 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 3,131 $584K 0.05% +554 13F-HR Timeline CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 3,129 $583K 0.02% +337 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 3,125 $583K 0.05% -23 13F-HR Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 3,123 $582K 0.23% 0 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,102 $578K 0.01% +142 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 3,072 $573K 0.25% +24 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 3,072 $573K 0.01% +276 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 3,076 $571K 0.01% 0 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 3,018 $563K 0.28% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 3,015 $562K 0.01% +1,682 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 3,012 $561K 0.16% +124 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 2,916 $561K 0.2% +194 13F-HR Timeline Good Steward Wealth Advisors,LLC More: the full row for Good Steward Wealth Advisors,LLC 3,003 $560K 0.44% -2,342 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 2,995 $558K 0.17% +86 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Park Place Capital Corp More: the full row for Park Place Capital Corp 2,900 $558K 0.13% +562 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 2,983 $556K 0.2% +19 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 2,976 $555K 0.02% +150 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 2,976 $555K 0.28% -419 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,974 $554K 0.01% -37,415 13F-HR Timeline Group Lynx Investment Advisory More: the full row for Lynx Investment Advisory 2,962 $552K 0.36% +108 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 2,957 $551K 0.3% +235 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 2,929 $546K 0.13% 0 13F-HR Timeline Gilbert & Cook, Inc. 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Empirical Wealth Management 2,828 $527K 0.01% -604 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,816 $525K 0.03% +1,058 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,813 $524K 0.02% 0 13F-HR/A Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,810 $524K 0.01% -398 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 2,801 $522K 0.3% +576 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 2,796 $521K 0.13% -546 13F-HR Timeline S&CO INC More: the full row for S&CO INC 2,800 $521K 0.03% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,772 $517K 0.06% -91 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 2,772 $517K 0.05% 0 13F-HR Timeline McGlone Suttner Wealth Management, Inc. 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More: the full row for Sompo Asset Management Co., Ltd. 2,640 $492K 0.09% -380 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,638 $492K 0.04% new 13F-HR Timeline Stewardship Advisors, LLC More: the full row for Stewardship Advisors, LLC 2,631 $490K 0.12% -902 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2,619 $488K 0.12% +55 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,601 $485K 0.24% +90 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 2,607 $485K 0.04% -315 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 2,595 $484K 0.04% -12 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,593 $483K 0.01% -82 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,521 $482K 0.02% new 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 2,583 $482K 0.03% -177 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 2,582 $481K 0.01% +270 13F-HR Timeline Geneos Wealth Management Inc. 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More: the full row for Pinnacle Wealth Planning Services, Inc. 2,409 $449K 0.06% +89 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,407 $449K 0.19% -125 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 2,395 $446K 0.16% +99 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2,392 $446K 0.05% -21 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,369 $442K 0.02% +109 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,360 $440K 0.04% +50 13F-HR Timeline Lantz Financial LLC More: the full row for Lantz Financial LLC 2,359 $440K 0.11% +536 13F-HR Timeline Bridgewater Advisors Inc. 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More: the full row for D'Orazio & Associates, Inc. 2,195 $409K 0.06% +163 13F-HR Timeline FIRST FINANCIAL BANK - TRUST DIVISION More: the full row for FIRST FINANCIAL BANK - TRUST DIVISION 2,185 $407K 0.04% +127 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,178 $406K <0.01% +251 13F-HR Timeline Group Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,176 $406K 0.02% -12,670 13F-HR Timeline KFG WEALTH MANAGEMENT, LLC More: the full row for KFG WEALTH MANAGEMENT, LLC 2,171 $405K 0.07% new 13F-HR Timeline Marathon Mission, Inc. More: the full row for Marathon Mission, Inc. 2,169 $404K 0.26% +180 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 2,167 $404K 0.35% 0 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 2,165 $404K 0.03% -55 13F-HR Timeline Waterloo Capital, L.P. 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